Optionsahoy MCP Server

Multi-year equity-comp optimizer: ISO/NSO/RSU/QSBS/hedging. Federal + 50 states + DC tax code.

Remote serverstreamable-httpPython

What is the Optionsahoy MCP Server?

Multi-year equity-comp optimizer: ISO/NSO/RSU/QSBS/hedging. Federal + 50 states + DC tax code.

What you get

Tested and hardened. Input safety: requests are validated against the published schema; bad inputs return a clear 400 with the offending field named, never a crash or a wrong number, and the live API is re-checked by a robustness suite after every deploy. · Test suite: the calculation engine is covered by more than a thousand automated tests across the federal and 50-state tax logic, AMT credit recovery, and option pricing; a failing test blocks the release.

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Maintainer setup documentation.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
amt_iso_optimizeMulti-year ISO exercise schedule that maximizes after-tax net final value at the planning horizon, modeling AMT credit recovery, grant expiration, and the post-termination exercise window
nso_calculateAfter-tax payout on an NSO exercise (federal, state, FICA), comparing sell-at-exercise vs hold for long-term capital gains
rsu_sell_vs_holdRSU vest decision: sell at vest vs hold for long-term capital gains, including the gap between 22% supplemental withholding and your marginal bracket
concentration_analyzeSingle-stock concentration risk (drawdown exposure at 30/50/70% downside), comparing after-tax sell-down, hold, and hedge strategies
protective_put_priceProtective put, zero-cost collar, and put spread pricing via Black-Scholes: annualized hedge cost, maximum loss, upside cap, protected band, floor-hit probability, and which structure it recommends
qsbs_checkSection 1202 QSBS qualification across the six statutory tests, with the OBBBA 2026 tiered exclusion and per-state conformity
equity_funding_planMulti-year, multi-stack sell schedule to hit a target after-tax amount by a deadline; returns four named plans plus the full risk/wealth frontier
rsu_lot_optimizeWhich vested RSU lots to sell, and on which dates, to divest a target share fraction at the lowest computed tax: specific-lot identification, long-term deferral, and multi-year bracket spreading with in-plan loss carryfo

How to install the Optionsahoy MCP Server

{
  "mcpServers": {
    "optionsahoy": {
      "command": "npx",
      "args": ["-y", "add-mcp"]
    }
  }
}

Add to claude_desktop_config.json, then restart Claude Desktop.

Example prompts to try

  • “Use Optionsahoy to amt iso optimize.”
  • “Use Optionsahoy to nso calculate.”
  • “Use Optionsahoy to rsu sell vs hold.”

Frequently asked questions

Multi-year equity-comp optimizer: ISO/NSO/RSU/QSBS/hedging. Federal + 50 states + DC tax code. Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.